Wealth manager, independent · Apex, NC
Hunter Street Investment Advisors LLC
SEC-registered investment adviser · CRD 145334 · SEC 801-131679
At a glance
Hunter Street Investment Advisors LLC is an SEC-registered investment adviser based in Apex, North Carolina, with $166 million in regulatory assets under management as of its Form ADV filed June 1, 2026. Its largest client group by assets is individuals, and it reports 352 individual clients. By Form ADV it is a wealth manager, ranked 6,495th of 8,915 wealth managers and 13,189th of 17,210 SEC-registered advisers by assets.
Main office 919-589-4040hsiadvisors.netAs filed on Form ADV
- Regulatory AUM
- $166M
- Rank among wealth managers
- #6,495 of 8,915
- Rank among all SEC RIAs
- #13,189 of 17,210
- Rank in North Carolina
- #230 of 288
- Individual clients
- 352
- High-net-worth clients
- 2
- Accounts
- 889
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Matthew C. MaiersManaging Member
- Joseph A. MalfeoManaging Member, Chief Compliance Officer
Custody and brokerage
Custodian
Hunter Street Investment Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names Pruco Securities as the broker-dealer its advisers are registered with.
Malfeo began his financial management career in November of 1998 as a registered representative with Pruco Securities Corporation (“ Pruco”), the variable product division of Prudential Financial.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 350 | $137M | 82% |
| High-net-worth individuals | 2 | $30M | 18% |
Disciplinary disclosures
Hunter Street Investment Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗hsiadvisors.net ↗
AtlasMembers
The full record on Hunter Street Investment Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,611 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hunter Street Investment Advisors LLC manage?
Hunter Street Investment Advisors LLC reports $166 million in regulatory assets under management across 889 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 1, 2026.
What kind of firm is Hunter Street Investment Advisors LLC?
Hunter Street Investment Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Hunter Street Investment Advisors LLC’s clients?
By assets, its largest client types are individuals ($137 million, 350 clients); high-net-worth individuals ($30 million, 2 clients).
Does Hunter Street Investment Advisors LLC have any disciplinary history?
Hunter Street Investment Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hunter Street Investment Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →